Gradient Capital Advisors, LLC Schwab Strategic Tr Us Broad M Transaction History
Gradient Capital Advisors, LLC
- $278 Million
- Q2 2024
A detailed history of Gradient Capital Advisors, LLC transactions in Schwab Strategic Tr Us Broad M stock. As of the latest transaction made, Gradient Capital Advisors, LLC holds 25,934 shares of SCHB stock, worth $1.72 Million. This represents 0.59% of its overall portfolio holdings.
Number of Shares
25,934
Previous 26,236
1.15%
Holding current value
$1.72 Million
Previous $1.6 Million
1.81%
% of portfolio
0.59%
Previous 0.59%
Shares
27 transactions
Others Institutions Holding SCHB
# of Institutions
1,146Shares Held
165MCall Options Held
188KPut Options Held
19.4K-
Wealthfront Advisers LLC21.2MShares$1.4 Billion4.49% of portfolio
-
Betterment LLC New York, NY6.17MShares$409 Million1.01% of portfolio
-
Strategic Financial Concepts, LLC San Antonio, TX4.7MShares$311 Million0.17% of portfolio
-
Scs Capital Management LLC Boston, MA4.02MShares$266 Million5.22% of portfolio
-
Rebalance, LLC Palo Alto, CA3.66MShares$242 Million18.5% of portfolio